Setting Up a Salesforce Service Cloud Connection for Engage

Social Media Management Engage’s integration with Salesforce Service Cloud: Case Management makes it easy for your social media and customer support teams to interact seamlessly to provide quick service for your customers. In this article, learn more about Engage’s integration with Salesforce Service Cloud: Case Management, what features are available, and how to connect your accounts.

Tip:

For a quick visual overview of the integration features, visit our introduction video.


What is Salesforce Service Cloud: Case Management?

Salesforce Service Cloud: Case Management is a tool that allows your customer support team to log customer inquiries and issues as cases, unifying your customer data and facilitating your team’s services processes.

If your teams use Social Media Management Engage for customer engagement and Salesforce Service Cloud: Case Management for customer support, the integration between Engage and Service Cloud allows your social media managers to log your Engage conversations as new cases in Salesforce for your support team to respond to. From Engage, your staff can also link an Audience profile to existing Salesforce contacts to import their case history into Engage, or create a new Salesforce contact. The integration gives you a full picture of your customers' social data and history with your brand.


Connecting Salesforce Service Cloud to Social Media Management

You can quickly integrate Social Media Management with your Salesforce Service Cloud instance with just a few clicks.

Note:

You will need to have a user role of Admin in Social Media Management and access to your Salesforce login credentials to complete the integration.

  1. In the left-hand navigation sidebar of Social Media Management, click on the Settings (cog) icon, and select Organization admin.Screenshot
  2. Select Integration Marketplace in the left-hand menu, then click the Salesforce Case Management integration box > Connect now.Screenshot 2023-11-27 at 1.13.48 PM.pngScreenshot 2023-11-27 at 12.58.34 PM.pngimage5.png
  3. In the following screen, review the information about the integration, then click New authentication to start the integration.
  4. In the following window, enter a name for your integration and select the instance type. We recommend keeping the default options, but you can select to integrate a Sandbox environment if you would like to test the integration first. After you have selected your options, click Create and a pop-up window will appear for you to log into Salesforce using your credentials.ScreenshotScreenshot
  5. Next, you can configure your case creation. You can customize what fields you would like to fill out when creating a case or contact and also customize the fields you would like to see when viewing a case or contact detail. If you want to add a field from your Salesforce object field list, click Add Field and click on the new field to review the list of fields available in the dropdown. You can also start typing to search for a specific. If you wish to remove a field you’ve added, hover over the field and click on the red x icon. When you are finished configuring your fields, click Next and you will be prompted with four stages to customize each view option. On the final screen, click Finish to finalize your configuration.image1.png
  6. When the integration completes, you will see a green Connected status on the integration indicating that Social Media Management has successfully connected to Salesforce.

Using Salesforce Service Cloud Features in Engage

Creating a Salesforce case

Once your accounts are integrated, you can easily create a new Salesforce case from within any direct message conversation in Engage.

  1. From any direct message conversation in Engage, navigate to the Salesforce cases panel in the right-hand sidebar, then click Create Case.
    Create_case_1.png
  2. Customize the subject and description of the case if desired, and then click Continue. By default, the description will be pre-populated and contain a link back to the Engage conversation, so your Salesforce users can continue the conversation with the customer in Engage if needed.
    Create_case_2.png
  3. If desired, use the search bar to find an existing contact in Salesforce to link the case to, or click Create New Contact to create a new Salesforce contact for the customer and link it to their profile. When you are ready to continue, click Create Case.
    Create_case_5.png Link_contact_4.png
  4. You will see your newly created case under the Salesforce cases panel in the Engage conversation, where you can then view the case details.
    Create_case_7.png View_case_details.png

Linking an Audience profile to an existing Salesforce contact

At any time, you can use the Salesforce contact panel in the sidebar of an Engage conversation to link an Audience profile to an existing Salesforce contact, or create a new Salesforce contact.

  1. From any conversation in Engage, navigate to the Salesforce contact panel in the right-hand sidebar, then click Link Profile.
    Create_case_1.png
  2. Use the search bar to find an existing contact in Salesforce to link the conversation to, or click Create New Contact to create a new Salesforce contact for the customer. When ready, click Link Profile.
    Link_contact_2.png Link_contact_4.png
  3. You will see the added profile under the Salesforce contact panel as well as the imported history of that contact’s cases under the Salesforce cases panel.
    Link_contact_6.png

Automating case creation

Set up rules in Engage that will listen to your incoming conversations and create cases automatically in Salesforce. You can set up multiple trigger conditions, like specific keywords and channels, for the automation to handle the manual work of scanning through your messages.

To automate Salesforce case creation:

  1. From Engage, click Labels and Assignments in the left-hand navigation sidebar, then click Add Rule in the top-right corner.Engage navigation sidebar > Labels and assignments.pngLabels and assignments > Add rule.png
  2. For the If condition, select Content Type > Direct Message and set any other desired trigger conditions (e.g. set a keyword, specific network, or channel).

    Note:

    At this time, automated Salesforce case creation is only supported for the Direct Message content type.

  3. For the Then condition, select Salesforce Case Creation and select the relevant options for your case.
  4. Enter a name for your automation rule and click Save.Create automation rule for Salesforce case creation.png

Viewing automated message updates

After you've created a case from Engage to Salesforce, either automatically or manually, you will receive updates in Salesforce by default notifying you of any new messages in Engage to review. You will receive a Salesforce notification after 10 minutes of a social profile sending you a message and it arriving in your Engage conversation.Automatic Engage message notification for cases in Salesforce.png

You can set up notifications and automations in Salesforce to use this update comment as a trigger action.


Managing the Integration

Editing the integration

After setting up your Salesforce integration, you can edit it at any time to change the Salesforce instance authentication and your field configurations.

  1. Go to Social Media Management’s Settings menu > Integrations & APIs > Salesforce Case Management. Click Modify Setup > Reconfigure to restart your authentication process and configuration flow.image6.png
  2. Click through the full configuration flow and make any desired edits to your integration. If you don’t want to make changes to a certain area, such as your authentication details or field configurations, click Next to proceed.
    Screenshot
  3. On the final page of the configuration flow, click Finish to save your changes.

Deleting the integration

If you want to reset your integration or delete it, you can also do so within your Integrations and API settings.

  1. Go to Social Media Management’s Settings menu > Integrations & APIs > Salesforce Case Management. Select the ellipsis (three dots) icon, then select Edit.
  2. In the Salesforce Case Management menu, choose Delete & Disconnect.
  3. Confirm in the prompt that you would like to delete and disconnect the integration. Once confirmed, Brandwatch will delete the authentication, remove the application, and remove every linked Salesforce contact and their information from Engage.

FAQ

Installing the integration

How can I get access to the Salesforce Service Cloud integration for Engage?

If you are a Social Media Management Pro customer or above, the integration is included in your package. If your package is below Pro, reach out to your Customer Success Manager to inquire about access.

From Integration Marketplace in Social Media Management's settings, select Salesforce Case Management, then click Request Access. Fill out the form and our colleagues will reach out to you for a detailed product tour demo.image2.png

Is IT support required to set up the integration?

No technical support needed to set up the integration — you will only need your Salesforce login credentials. Also, nothing is required on your Salesforce’s instance’s end. After you have connected the integration, we will automatically create an app that you can manage in your Salesforce Connect Apps.

Configuring fields

What does “a field is required” mean?

We scan your Salesforce instance set up to identify all of the fields you need to fill out when creating a case or contact. If you continue your configuration without that field, you will see an error message when you create a case or contact so you can add that field to your form in order to proceed.

What does “unknown field type” mean?

We support every standard field type that Salesforce offers (e.g. text, number, date, picklist, etc.) However, we are unable to offer the configuration of custom field types in our integration at this time. If this will be a concern for your experience, please get in touch with your Customer Success Manager so we can discuss available options.

Can we apply the field dependency logic from Salesforce in Brandwatch?

Unfortunately no, our integration only supports one level of logic. You can select what fields you would like to fill out, but further field dependency logic cannot be applied.

What objects are available in this integration?

This integration only works with your Service Cloud module and we only support the Case and the Contact objects. You can set up connections in your Salesforce instance to sync information, e.g. with Contact and Account objects.

How can I modify the order of the fields in the form?

The Case creation and Contact creation form follows the order of fields from the integration configuration flow. If you wish to modify your field setup, please edit your connection in Social Media Management’s Settings > Integrations & API > Salesforce Case Management.

 

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